Stenzrob's specials

[puffmoon]

VIX and VXN

Hey guys.... How much consideration do you put on the VIX and VXN (volatility index)... The VIX has been falling for some time as the market has been rising... Wat do you think?
I think there should be a correction, but good stocks will do well (that is the earnings winners)... I have over half my portfoliio in cash just waiting... But I did grab some wits and hska today. Also I own some HOTT and some ohi and ies and pdex.

[Tsevni98]

Presentation from HSKA

The presentation attached below explains why HSKA is a hidden gem.


The presentation is from a conference they did in November. There used to be audio that explained every slide not sure what happened to it.

I found the presentation really showed how under valued this company is. HSKAs growth plan is breathtaking.

To start:

Heska Announces Q3 Results - 50% Product Revenue Growth

Gross Margin on Product Sales Increase; 61% Bottom Line Improvement

heres the link to the presentation:

http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=hska&script=10959&lay out=-6&item_id='http://media.corporate-ir.net/media_files/NSD/hska/presentations/InvestorPres121103.pdf'

[jay_why_dee]

Tsevni98

Posted: Thu Jan 22, 2004 2:51 am Post subject: Stenz what is your largest holding?

--------------------------------------------------------------------------------

I was just wondering which "POSITION" you like the best



"Doggie" style.......arf,arf

[drchrislee]

Re: CKCM

Congratulations, doc. CKCM was higher on the percentage gainers list today than my WITS, and I didn't even get into WITS quite at the bottom. Hope you were still holding CKCM for the gap up.

*raises a glass to drchrislee*

Thanks stenz. They had a very good earnings report, which pushed them through. I'm sitting on about 40% gain now...tempting to sell, as I'm eyeing WITS, but I may stick around with it.

[drchrislee]

HSKA

Got into HSKA myself today at $2.88. Here we go!

[stocks54]

PDEX

Guys,

Any idea what's up with PDEX? Dropped quite a bit with close to twice the average volume.

[drchrislee]

Re: PDEX

Guys,

Any idea what's up with PDEX? Dropped quite a bit with close to twice the average volume.

Well, PDEX normally has a pretty small volume, so one or several large holders could have swayed things pretty drastically by selling off I guess. I haven't heard any other news on it.

[thebign1]

VLGC and Qvdx

Hello Stenz, I am still holding some VLGC because I got in way to late.
The stock jumped 7.89% near the end of the day & they announced their earnings call (Feb. 10) after the close. I think I should bail before earnings. This would give me just about a 15% gain w/out the cost of the trade. I don't think this stock has gotten a second wind. Any opinion would be helpfull. (I should be happy to make 15% on any stock)

As for QVDX, I think this horse needs to run. I was in at $4 & out @ $5.35
then back in at $5 (I bought more the second time) This stock should at least double from hear.

TIA...Regards, Norm

[stocks54]

QVDX

QVDX took a blow today. Not sure if it's due to approaching earning date...

[thebign1]

Re: VLGC & QVDX

Hello Stenz, Today I sold VLGC @ $4.35 & doubled my shares of QVDX @ $5.74 So that makes my average price for QVDX $5.37.

Regards, Norm

[tscanlon]

VLGC

Stenz,

What are your thoughts on VLGC? I'm up 18% but still seems to be moving nicely. Not sure I want to hold through earnings (in two weeks) though, I have seen too many stocks get crushed for meeting or barely missing earnings targets.

I appreciate your comments.

T

[stocks54]

Re: PDEX

Guys,

Any idea what's up with PDEX? Dropped quite a bit with close to twice the average volume.

Well, PDEX normally has a pretty small volume, so one or several large holders could have swayed things pretty drastically by selling off I guess. I haven't heard any other news on it.

I am thinking of taking a loss on my position and get out of it. not sure what's going on with PDEX. Pric down close to 18% (including after hour drop.)

[SuperVoy]

Re: VIX and VXN

Hey guys.... How much consideration do you put on the VIX and VXN (volatility index)... The VIX has been falling for some time as the market has been rising... Wat do you think?

I got this excerpt from a Money.com article about the VIX:

What implied volatility really measures is how much of a premium
investors are willing to put on options, which give them the ability
to buy (call options) or sell (put options) a stock or index at a set
price. The more options cost, the more investors expect prices to
move. Hence implied volatility -- which differs from actual (or
realized) volatility.

The favored way of measuring implied volatility is what used to be
the Chicago Board Options Exchange's volatility index, or VIX. (The
CBOE rejiggered it recently, so now we watch the old VIX while we
wait for the new one to get a bit more history behind it.) In recent
years, whenever the VIX fell below 20, Wall Streeters would start to
worry that investors weren't worrying nearly enough -- and that the
market was vulnerable as a result.

The VIX hasn't been above 20 since November. Friday, it closed at
14.87, the lowest it's been since April 1997.

But here's where it's important to remember that what the VIX really
measures is what options cost -- not fear and not even, when it comes
down to it, how volatile investors think the market is going to be.
Because it turns out that there is a big factor that could be pushing
options prices: A big jump in the issuance of convertible bonds.

Convertible bonds are bonds that give investors the option of
converting them into stocks at a predetermined price. Put the
emphasis on "option" -- they are, in essence, not all that different
from call options. Low interest rates have made them a favored method
of raising capital among companies in recent years and investors who
like their yield characteristics have been gobbling them up.

In 2003, according to Thomson Financial, convertible issuance skipped
up to $96 billion from $60 billion in 2002. There is, as a result, a
bigger supply of call options floating around the market. When supply
rises, prices fall. This pushes the VIX lower.

[stocks54]

it my turn to be scared!!!

Stenz,

You scare me when you're quiet. What's up?

Chris

I don't know about you but now I am scared when I don't see Stenz's comment on this board or on yahoo board...

[ChrisZXWJ]

I wasn't going to say anything this time...but I do wonder where he is.